ASML Market Cap Hits $500 Billion as TSMC Ramps Up Spending
ASML market cap reaches $500 billion as TSMC plans to spend more on advanced chip production. Explore the dynamics of the semiconductor equipment monopoly.
The king of semiconductor equipment has just entered the exclusive half-trillion-dollar club. The Dutch lithography giant ASML saw its market valuation surge past the $500 billion milestone. According to Reuters, this rally was fueled by TSMC's latest commitment to increase capital expenditure to keep pace with the insatiable demand for AI-driven chips.
Why the ASML Market Cap 500 Billion Milestone Matters
The correlation is simple: when TSMC spends more, ASML makes more. As the sole manufacturer of Extreme Ultraviolet (EUV) lithography machines, ASML acts as a strategic bottleneck. Each of these massive machines can cost upwards of $200 million, and foundry leaders are in a constant race to secure their spots in the production queue.
A Monopoly Sustained by High-End Demand
While rivals like Nikon and Canon remain in the game for older technologies, ASML maintains a 100% market share in the advanced EUV segment. Looking toward 2026, the deployment of next-generation High-NA EUV systems is expected to widen this moat even further. Investors aren't just betting on a company; they're betting on the only tool available to print the future of computing.
This content is AI-generated based on source articles. While we strive for accuracy, errors may occur. We recommend verifying with the original source.
Related Articles
TSMC plans a record capital expenditure of up to $56 billion for 2026. The investment aims to boost production capacity for AI and HPC chips in the US and Taiwan.
TSMC reported a 35% surge in Q4 2025 profit, hitting a fresh record of NT$505.74 billion driven by strong AI chip demand from Nvidia and AMD.
Beijing is drafting rules to limit purchases of Nvidia H200 chips as of Jan 15, 2026. Discover how this impacts the US-China AI rivalry and domestic chip growth.
OpenAI partners with Cerebras to add 750MW of high-speed AI compute, reducing inference latency for ChatGPT and real-time AI workloads.
TSMC plans a record capital expenditure of up to $56 billion for 2026. The investment aims to boost production capacity for AI and HPC chips in the US and Taiwan.
TSMC reported a 35% surge in Q4 2025 profit, hitting a fresh record of NT$505.74 billion driven by strong AI chip demand from Nvidia and AMD.
Beijing is drafting rules to limit purchases of Nvidia H200 chips as of Jan 15, 2026. Discover how this impacts the US-China AI rivalry and domestic chip growth.
OpenAI partners with Cerebras to add 750MW of high-speed AI compute, reducing inference latency for ChatGPT and real-time AI workloads.